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How to Connect Form Questions to Custom Fields in Clio Grow

Objective:

  • Linking the Custom Fields in an intake form to Matters and Contacts in Clio Grow.
  • How do I connect the questions in an Intake Form to the Matter/Contact Custom Fields in Grow?
  • Connect Questions to a Custom Field
  • What Custom Field types link to what question types on Forms in Clio Grow?
  • Link Custom Fields to Form questions in Clio Grow
  • Why are some Custom Fields not available to link to a question in Intake Form Templates?

Environment:

  • Clio Grow

Additional Information:

Questions in the Clio Grow Form Builder can be linked to Custom Fields in Clio Grow as follows:

Clio Grow Form Question Type   Clio Grow Custom Field Type
Single Line Text questions

→ 

Single line text custom fields
Paragraph Text questions Paragraph text custom fields
Multiple Choice questions Single line text custom fields
Dropdown questions Single line text custom fields
Date questions Date custom fields
Yes or No questions

Checkbox custom fields

Checkbox questions

Not available

 

The following Custom Fields in Clio Grow cannot be linked to any Clio Grow Form Builder question type:

  • Dropdown Custom Fields
  • Contact Select Custom Fields
  • Email Custom Fields
  • Integer Custom Fields
  • Money Custom Fields
  • Website Custom Fields

For more information on which Clio Grow custom fields will sync into Clio Manage click here.

Procedure:

  1. Click on Forms in the main navigation bar
  2. Click on Templates in the sub-navigation menu
  3. Create a new form or edit an existing one
  4. Click Edit link (beside the Remove link)
  5. Create a new question or edit an existing one
  6. Click Question Settings
  7. Select Connect Answer to Custom Field
  8. Choose Contact or Matter Custom Field
  9. Select the Custom Field from the drop-down
  10. Click Save to save the changes
  11. Click Save Question to save the question
  12. Click Save & Preview when finished with the form
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